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Advisor Group’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History

Advisor Group’s Portfolio IVOG Stock Details IVOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$995K Buy
13,542
+3,486
+35% +$249K 0.01% 1195
2019
Q3 		$701K Sell
10,056
-584
-5% -$40.8K 0.01% 1373
2019
Q2 		$746K Sell
10,640
-760
-7% -$52.2K 0.01% 1327
2019
Q1 		$772K Sell
11,400
-4,890
-30% -$319K 0.01% 1276
2018
Q4 		$959K Sell
16,290
-19,592
-55% -$1.27M 0.01% 962
2018
Q3 		$2.6M Buy
35,882
+11,270
+46% +$810K 0.03% 552
2018
Q2 		$1.71M Sell
24,612
-4,092
-14% -$283K 0.02% 608
2018
Q1 		$1.94M Sell
28,704
-414,528
-94% -$28.3M 0.03% 569
2017
Q4 		$29.5M Buy
443,232
+415,354
+1,490% +$27.1M 0.39% 49
2017
Q3 		$1.75M Sell
27,878
-238
-0.8% -$14.5K 0.03% 555
2017
Q2 		$1.71M Buy
28,116
+1,526
+6% +$91.6K 0.03% 535
2017
Q1 		$1.57M Buy
26,590
+1,570
+6% +$91.2K 0.03% 530
2016
Q4 		$1.4M Buy
25,020
+22,780
+1,017% +$1.24M 0.03% 532
2016
Q3 		$121K Buy
2,240
+570
+34% +$30.9K ﹤0.01% 1870
2016
Q2 		$85K Buy
+1,670
New +$85.3K ﹤0.01% 2038

Other funds holding IVOG

Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Advisor Group's IVOG Position: Q4 2019 in Review

Advisor Group increased its Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) stake by 35% in Q4 2019, buying an estimated $249K and bringing the position to 13,542 shares worth $995K. The position accounts for 0.01% of the portfolio, ranked #1195.

Advisor Group first reported a position in IVOG in Q2 2016 and has held it in 15 quarters since. The position peaked at $29.5M in Q4 2017. 74 funds tracked by Wall St. Rank hold IVOG as of Q4 2019.

  • Advisor Group held 13,542 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $995K as of Q4 2019.
  • Advisor Group bought 3,486 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q4 2019, an estimated $249K.
  • Vanguard S&P Mid-Cap 400 Growth ETF made up 0.01% of Advisor Group's portfolio in Q4 2019, its #1195 holding.
  • Advisor Group first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $29.5M in Q4 2017.
  • 74 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.